Morton Brown Family Wealth is proud to announce that Cody Demmel, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
We recognize Cody’s hard work and achievement in earning his Certified Financial Planner™ designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. Candidates must successfully complete coursework in the areas of investment, tax, retirement, estate, insurance, finance, and education planning. They also must pass a comprehensive 6-hour CFP® Certification Examination covering all of the former areas. CFP® professionals also agree to uphold CFP Board’s Code of Ethics and Standards of Conduct as well as earn continuing education credits.
We believe our clients deserve the highest standard when it comes to financial advice. Ensuring that all our advisors are CFP® certified makes a big difference, especially in an industry where the title of ‘financial advisor’ carries no pre-requisites.
Cody Demmel, CFP® is an integral member of the Morton Brown advisory team. He provides financial planning and investment guidance to those looking to be more intentional with their wealth. Prior to joining Morton Brown Family Wealth, Demmel had nearly six years of experience at financial advisory firms including Morgan Stanley where he was one of five (out of 65 classmates) to complete their three-year Financial Advisor program. He earned his B.A. from Shippensburg University with a major in Personal Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner™ and CFP® in the U.S.
Morton Brown Family Wealth LLC is a registered investment adviser. This information is not provided as legal or tax advice but for information purposes only. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and therefore can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown Family Wealth (“Morton Brown”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown. Please remember to contact Morton Brown, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Morton Brown shall continue to rely on the accuracy of the information that you have provided. Morton Brown is neither a law firm, nor a certified public accounting firm, and no portion of the content should be construed as legal or accounting advice. A copy of Morton Brown’s current written disclosure Brochure discussing our advisory services and fees continues to remain available on our disclosures webpage. Please Note: Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.